Outlook Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Outlook Wealth Advisors’s Portfolio JPST Stock Details JPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-64,949	Closed	-$3.29M	–	168
2020 Q2	$3.29M	Sell	64,949 -3,388	-5%	-$171K	1.4%	19
2020 Q1	$3.39M	Buy	+68,337	New	+$3.44M	1.92%	14

Other funds holding JPST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Outlook Wealth Advisors's JPST Position: Q3 2020 in Review

Outlook Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2020, closing a stake of 64,949 shares — an estimated $3.29M sold.

Outlook Wealth Advisors first reported a position in JPST in Q1 2020 and held it in 2 quarters. The position peaked at $3.39M in Q1 2020. 586 funds tracked by Wall St. Rank hold JPST as of Q3 2020.

Outlook Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2020 after selling out during the quarter.
Outlook Wealth Advisors sold 64,949 JPMorgan Ultra-Short Income ETF shares in Q3 2020, an estimated $3.29M.
Outlook Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and held it in 2 quarters.
Outlook Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $3.39M in Q1 2020.
586 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2020.

Based on Outlook Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.